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Cody Gehman

Stonebridge Financial Group, Llc

Assets Managed
$1.216B
Holdings
262
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
3.89%(2Q avg: 3.5%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Stonebridge Financial Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 262 positions.

Assets under management

The assets under management (AUM) of Stonebridge Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.216B in assets, with a quarterly growth rate of 3.89% and a 2-quarter average growth rate of 3.5%. The portfolio is managed by Cody Gehman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 5.27%
4.79%
$58.229M
829,714 shares@ $70.19 avg price
SMMU
Pimco Shrt Trm Muni Bnd Etf
Recent Activity
Decreased -0.7%
4.39%
$53.289M
1.056M shares@ $50.46 avg price
CGCP
Cap Group Core Plus Income
Recent Activity
Increased 4.13%
3.8%
$46.097M
2.063M shares@ $22.35 avg price
USTB
Victoryshares Short-term Bon
Recent Activity
Increased 15.73%
3.67%
$44.578M
881,331 shares@ $50.59 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 17.27%
3.09%
$37.464M
1.43M shares@ $26.2 avg price
PRFZ
Invesco Ftse Rafi Us 1500 Sm
Recent Activity
Increased 5.45%
2.88%
$35.011M
763,275 shares@ $45.88 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.19%
2.82%
$34.268M
135,025 shares@ $253.8 avg price
MUNI
Pimco Intermediate Municipal
Recent Activity
Increased 4.88%
2.61%
$31.72M
607,773 shares@ $52.2 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -16.52%
2.61%
$31.622M
73,489 shares@ $430.3 avg price
XLU
Utilities Select Sector Spdr
Recent Activity
New Position
2.2%
$26.674M
581,263 shares@ $45.89 avg price

1-10 of 262